Fidelity msci energy idx shares owned by Beaumont Financial Advisors
Quarter-by-quarter ownership of Fidelity msci energy idx (FENY) shares owned by Beaumont Financial Advisors
from 13F filings
Historical chart of Beaumont Financial Advisors investment in Fidelity msci energy idx
Tip: Access up to 7 years of quarterly data
All positions including Fidelity msci energy idx held by Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Fidelity msci energy idx by Beaumont Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 70k | 24.72 |
| 2025-06-30 | $412k | 18k | 23.45 |
| 2025-03-31 | $479k | 19k | 25.55 |
| 2024-12-31 | $736k | 31k | 23.84 |
| 2024-06-30 | $1.4M | 55k | 25.09 |
| 2024-03-31 | $1.4M | 55k | 25.87 |
| 2023-09-30 | $2.6M | 105k | 24.91 |
| 2023-06-30 | $2.1M | 95k | 22.44 |
| 2023-03-31 | $2.1M | 95k | 22.44 |
| 2022-12-31 | $2.4M | 99k | 23.84 |
More positions owned by Beaumont Financial Advisors
View all positions for Beaumont Financial Advisors